Portal access lets a contact log in to your customer portal. When you enable it, the system emails the contact an invitation so they can activate their account.
Enable portal access for a contact
- Open the contact (either while creating a contact or by editing an existing one).
- Turn on Portal Access.
- Choose a permission preset that controls what the contact can see and do. The available presets are Full Access, Standard, View Only, Billing Only, Support Only, and Custom. If you do not choose one, Standard is used.
- Make sure the contact has an Email address — the invitation is sent there.
- Select Save.
If portal access is enabled and the contact has an email address, an invitation email is sent automatically.
Resend an invitation
If the contact has not yet activated their portal account, you can resend the invitation:
- Open the contact’s detail page.
- Select Resend Invitation.
Warning: If invitation emails do not go out, outgoing email may not be set up. Configure it under Settings & Email Configuration. A contact who has already activated their portal account does not need a new invitation.
See also: Contacts overview.